Workflow to Append Contact Value to Open Deals

[emacd33]

I have a workflow to copy Lead Source Detail from a Contact Record and append it to Lead Source Detail in an associated Deal Record. I am trying to figure out a way to only have it append to open deals.  Right now if I associate a contact with an open deal the workflow would then update all old deals with the new lead source. 

For context our deals can take a while to close so we often have several lead sources we want to capture.  We generally add it at the contact level and I don't want my reps to have to reenter that information in the deal when it gets created.

[karstenkoehler · Accepted solution]

Hi @emacd33,

This requires both a contact- and deal-based workflow and a helping custom property, as far as I know. Here's how I would design this:

1. Create custom deal property "Latest lead source detail on associated contact" (dropdown select, same options as "Latest lead source")
2. Create a contact-based workflow that enrolls contacts where "Latest lead source" is known, then usees "Edit record" to copy the value into "Latest lead source detail on associated contact" of all associated deals, then delays for 15 minutes, then clears "Latest lead source detail on associated contact"
3. Create a deal-based workflow that re-enrolls only open deals where "Latest lead source detail on associated contact is known", then appends the value from "Latest lead source detail on associated contact" to "Latest lead source".

There are other ways to set up and leveraging a helping property here but since re-enrollment in a deal-based workflow is required based on a contact property, in any case it would need two workflows, one helping property.

Hope this helps!

[emacd33]

Thank you Karsten!  Sadly we add several new lead source details each month which means I'm already having to add them twice to contacts and deals.  A third spot is a bit annoying but at least it will save my sales team some effort 😅